Steven Jacobsmeier
Steven Jacobsmeier is a CFP, ChFC-designated registered investment advisor at Milestone Financial Planning, LLC, based in Bedford, NH, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 257 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fees may be negotiable at Milestone's discretion. Clients are subject to a minimum annual fee of $10,000, which may be waived.
Fee Estimator
Contact
Steven Jacobsmeier
Location
3 Executive Park Drive, Suite 200, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Milestone Financial Planning, LLC
Previous Registrations
Origin Financial
Crestwood Advisors
Heritage Financial Services, LLC
Financial Foundations, INC.
Commonwealth Financial Network
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.